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Freelancer- Finance Advisor



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0-2 Years
25 days ago
64 Viewed
5 Applied

Job Description

Job Title: Freelance Financial Advisor

Location: Remote (with travel required for seminars)

Company: Zenfiesta

Job Type: Freelance

Role Overview:

We are seeking an experienced Freelance Financial Advisor to join our team. As a financial planning expert, you will play a vital role in helping working professionals make informed financial decisions at different career stages.

Your responsibilities will include assessing clients financial needs, creating customized financial plans, and conducting educational seminars. The ideal candidate should have strong analytical skills, excellent communication abilities, and a passion for empowering individuals to achieve financial security.


Financial Needs Assessment:

  • Evaluate clients overall financial situations, including income, expenses, assets, and liabilities.
  • Understand their short-term and long-term financial goals.
  • Identify gaps and opportunities for financial improvement.

Customized Financial Planning:

  • Develop personalized financial plans tailored to each client's unique circumstances.
  • Provide recommendations on budgeting, debt management, investment strategies, retirement planning, and insurance coverage.
  • Help clients optimize their financial resources to achieve their goals.

Educational Seminars:

  • Organize and conduct one-day seminars for working professionals.
  • Cover topics such as financial literacy, investment basics, tax planning, and retirement readiness.
  • Deliver engaging presentations and answer participants questions.

Travel Requirements:

  • Travel to seminar locations (within the assigned region/city) for one-day events.
  • Occasionally attend conferences or industry-related events.

Client Relationship Building:

  • Cultivate strong relationships with clients based on trust and transparency.
  • Provide ongoing support and guidance as clients progress through different career stages.
  • Stay updated on industry trends and regulatory changes.

Sales and Lead Generation:

  • Promote financial products and services (mutual funds, retirement accounts, etc.) during seminars.
  • Generate leads and close sales when appropriate.


  • Proven experience as a financial advisor, preferably in a freelance capacity.
  • Knowledge of financial planning strategies, tax laws, and investment opportunities.
  • Excellent interpersonal skills and ability to connect with diverse audiences.
  • Willingness to travel for seminars.

How to Apply: Interested candidates should submit their resume, cover letter, and any relevant certifications highlighting their experience in financial planning and their passion for helping individuals achieve financial well-being at

[Confidential Information]


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Last Updated: 29-05-2024 10:12:58 AM
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